Announcing our new partnership with Prosperity Partners—find out how this exciting collaboration benefits you!

Outsourced Family Office Tax Services

Cendrowski Corporate Advisors provides outsourced Family Office services that enable our clients to focus on their business and philanthropic interests. Our responsive tax and accounting specialists oversee internal financial operations and create custom solutions, so families can invest their time doing what matters most to them.

Comprehensive Tax Management Services for Family Offices

Our professional accounting staff provides support for all manner of accounting and tax functions, including financial reporting, tax compliance, and maintenance of tax basis records, either on an outsourced basis or as a special project. Clients count on us to manage:

  • Back-office accounting and tax staff support
  • Tailored family financial strategies and policies
  • Philanthropic planning and administration
  • Family governance and succession planning

We also periodically reassess operations to ensure the Family Office is operating efficiently and effectively.

Our experienced oversight of existing accounting and tax departments can serve as an alternative to investing in a full-time leader for the internal team. When needed, one of our trusted advisors can also function as an interim CFO, helping to analyze current risk and leverage opportunities for the Family Office and the organization.

Explore our expertise in:

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The Shocking Reality of Unprepared Family Offices

5 trustees retiring within 18 months. Four were family members. No succession plan. No transition strategy. Just… stunning. Imagine sitting down with the patriarch over coffee: “Hey Joe, tell me why we got into that manufacturing company. Tell me about your partners on that real estate deal.” All that institutional knowledge, walking out the door […]

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AI Transformation in Family Offices

AI is about to completely transform how family offices operate. Information at your fingertips. Streamlined due diligence. Substantially smaller staff requirements. But here’s the real question: having access to all that data is one thing. Being able to make sense of it in a meaningful way? That’s something entirely different. Why AI might lift the […]

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Active vs Passive Management

A tech entrepreneur just sold his company for over $1 billion. His kids are 7 and 5. And he’s already sent 16-page questionnaires to every portfolio manager he’s interviewing. This is the new face of family office investing – young entrepreneurs who want to be hands-on, not just relationship managers. They’re up at 4 AM […]

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Let's Collaborate

Opportunities don’t happen, you create them. The same is true for well-informed business decisions.

How can we collaborate with you and your team?

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